Senior Trusts & Tax Assistant

JR United Kingdom; West Midlands Combined Authority; On-site; GBP 30,000 - 45,000; Full time

Job summary

Join a leading regional law firm as a Senior Trusts & Tax Assistant. This role involves supporting high-net-worth clients in managing their trusts, preparing annual tax returns, and conducting key meetings. Ideal candidates will have relevant experience or a strong interest in trust and tax matters, with a commitment to diversity and inclusion.

Qualifications

• Experience in trusts and taxes ideally from the legal sector.
• A keen interest in the area can be considered.

Responsibilities

• Support the private client team on trust management and tax returns.
• Conduct meetings with clients, trustees, and IFAs.
• Work on the full life cycle of trusts.

Skills

Experience in trusts and taxes

Keen interest in tax law

Job description

Social network you want to login/join with:

Senior Trusts & Tax Assistant, West Midlands

col-narrow-left

Client:

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

col-wide

Job Description:

Do you take pride in helping clients future-proof their lives? Join this leading regional law firm as their newest Senior Trusts & Tax Assistant in Kent.

Working within an award-winning team of 8, your role as Senior Trusts & Tax Assistant will support their leading private client team, working with a loyal client base of high- and ultra-high net worth individuals from your office in Tunbridge Wells.

You'll benefit from all the resources a full-service law firm can offer. As a firm that prides themselves on their attitude toward staff wellbeing, they hope to welcome an individual with a goal of real career longevity in mind.

This team works on the full life cycle of trusts, starting with their creation and dealing with their annual management. This includes annual tax returns, as well as conducting various meetings with bodies such as the IFA, clients, trustees, and more.

For this Senior Trusts & Tax Assistant role, you will ideally:

• Have experience in trusts and taxes, ideally gained from the legal sector.

Not your experience? We recognize that job titles can be subjective, so if you have a keen interest in this area and relevant experience, we encourage you to get in touch.

This firm is committed to treating everyone with respect, regardless of minority status. Please contact us if you have questions regarding reasonable adjustments or diversity practices.

Contact the Legal team—Hayley Rose or Chloë—at Harvey John for more information about this Senior Trusts & Tax Assistant role in Kent.

Harvey John is acting as an Employment Agency for this vacancy. The salary is FTE, guidance only, set by the agency. We are committed to improving diversity and inclusion. Please contact us with questions about reasonable adjustments, accommodations, or diversity practices.